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I don't like the practice of criticizing other professionals because it's not, well, very professional. When a client brings me a return prepared by someone else, I never say "that person messed up," but maybe something like "s/he did this differently than I do" or the code changed that year or whatever. We never know if the prior person had all the docs the client brings us, or if the client answered questions the same way. I respect letters after names, like EA and CPA, because I know how hard it is to earn them. And all of us, letters or not, make mistakes. Think of McDonald's commercials. They never even mention competitors (unlike their competitors) but just highlights how wonderful their own offerings are. I disagree and have only been there maybe once in five years because it was the only quick place around, but that doesn't mean they don't know how to cook.

Praise Freyr!

Praise God!

Depending on the overall amounts, even 2k could well be within the "I see it, but the client is not going to pay me to track it down and is fine with it" number. Especially if the effect is internal only (wrong expense account for instance).

I, personally, chase interest on short period CDs. It is fun and adds spendable cash to our meager retirement income. My tax and accounting business pays for itself and purchases the CDs. Win, win!

I don't do 1099s but for tax returns, you open the return, click on the E-file menu and choose Display Acknowledgement History.

Thanks, everyone. I was in the laundry room for a while. No damage that I know of... I'm sure some trees were probably uprooted in the fence row, but all is well!

ATX, where in ATX, do I find the confirmation admission number that 1099s were efiled?

It wouldn't surprise me if the trial balance is in balance. All it takes is one account to be in the wrong category.

Every now and again I wonder if I should take the time to add some alphabet soup after my name. I have no work related need, it would just be personal. Time and time again, I get smacked in the face to remind me none of that matters (unless a professional or job requirement). I went down a rabbit hole "discussing" a payroll issue with someone with letters after their name (which is touted as having certain skills), and I realized I need to not waste my time. School of Life (or the infamous University of Mars for original Raider fans) is often better. For grins, the issue is a "payroll pro" thinking employees choose the state for withholding, that domicile matters, and that working at home does not mean the employer created nexus in that home (work location). Happens the at home worker is in a different state, and the pro is arguing the employer does not have nexus in the work at home state. It very much equates to an earlier topic where Tom (IIRC), not in TX, still has Bulldog area clients, and has to report income and pay tax to CA.

I have been having the same issues with a non-profit. Someone dropped the ball in 2022 and I am not qualified to fix it. I filed it in 23, but they came back with "that was the wrong form". This was just a small Horseshoe club. I sent them on their way. I don't have the time or the desire to figure this out.

Self-prepared using some online site for 2022. I've already told him he needs to find someone else for next year. I've put the return on extension and have asked for a phone conversation. I may ask him to go elsewhere for 2023, too, as I am getting increasingly uncomfortable with this whole mess. Considering for all of 2023 they took in less than $5K (and yes, spent it on PF purposes), that's saying something!

Just saw the Weather Channel and there is a big storm just north of Rita. Too close for comfort. Stay safe out there. Tom Longview, TX

That was it !! Thanks so much

Did you make the change on Sch. A or on the 1040-X? You need to make the change on Sch. A.

I had to file an amended return for 2022 for a client and it wouldn't efile because 'the withholding was wrong'. I got the Wage & Income transcript and lo & behold, the wife's 1099-SSN wasn't in the transcript. Nor her withholding on the 1099. But I had a copy of the 1099 issued in my sweaty little palm. It was weird and now you've got one too.

I have withholding from my RMD so if I owe anything, I just pay when I file. I file in March usually so there isn't any interest. I rarely owe much.

Ok I tried this. I clicked Amend return in the original and it did create the new amended return and added the 1040-X and State It 201-X. As noted the Itemized Deduction amount changed and I made the change in Column C and from there things flowed correctly and calculated the refund due. However, still getting the same error message linking to Column C " Taxable Income must equal the amount on Form 1040. In addition I get three subsequent errors all saying the same thing relating to the 1040. Thank again

Three magic words: "First Time Abatement". But consider if you want to use that up on this one. I would probably go with reasonable cause first. Take a POA, write the letter and put all the mangled docs in and ask pretty please to abate for reasonable cause. If they reject, then speak the three magic words and it will go away (providing you have not spoken the 3 magic words before). Tom Longview, TX

I would send everything the PO sent back, along with whatever letter or form. Make copies first, just in case it happens again. I would also try to get the person to at least mail with some sort of tracking. It can be done at home (printing a priority mail "label" and stuck on a 9x12), or if extra cheap, they can order free priority envelopes from USPS.

Client received letter from USPS that his payment envelope was mangled by machine. Check was returned to him. No date on letter, and original envelope not returned. He doesn't like electronic payment, so please skip the lectures about that. Any other ideas than to mail check back along with letter from PO and a note asking to abate penalties?

When we do an amended in ATX, we open the original return and click "Returns" then scroll down to amend return. This creates a new return as originally filed. Close the original return. Make the changes in the Amended Return and all should flow correctly. By copying and adding the 1040x, the flow gets broken.

I suppose they blow it off as immaterial when their balance sheet doesn't add up by $2045. But when I try to use it it kinda messes up my spreadsheet. Does my little heart good to show my client that they were way over-paying for inaccurate financials.

Client neglected to tell me about volunteer miles in 2023 so preparing amended Federal and State returns. Nominal impact resulting in small refunds. I made a copy of the original return and added the 1040-X to the copy. Column A shows original amounts and in Column C the new Itemized Deduction amount and from there the adjusted Total Income, Tax, etc. Seems pretty straightforward but when I do an error check I get a message " Taxable income must equal the amount on Form 1040". When I click on the error it jumps to Column C which is the corrected amount. I get three more similar error messages all linked to Column C. Not sure what I am doing wrong but would appreciate any help you might be able to offer. Thank you.